See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,837 | $126,519+0.3% | $106,201+19.4% | $145,959-13.1% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 11.75% | 225.10%-213.3pp | 116.26%-104.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,889 | $3,726-49.3% | $3,170-40.4% | $4,661-59.5% |
| Participant deferral / active EE | $2,759 | $5,716-51.7% | $5,012-45.0% | $6,689-58.8% |
| Admin fee / account holder | $14,305 | $17,312-17.4% | $11,039+29.6% | $13,398+6.8% |